SILEX
The mix by SILEX
SILEX makes its podcasts available to help you navigate current financial markets and generate tactical investment ideas. You will also find replays of our live conferences and the weekly SILEXpresso. We hope you will enjoy them! To know more about us, please visit silex-partners.com (http://www.silex-partners.com/) or email news@silex-partners.com. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Episodi
🤚 What do we expect from the US in 2023, and how do we position ourselves ? 09.01.2023 11:02
Week #2. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🤚 Qu’attendons-nous aux États-Unis en 2023, et quel est notre positionnement ? 09.01.2023 7:06
Semaine #2. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
⏭ 2023 Outlook: from inflation to recession 05.12.2022 6:21
Outlook 2023 by SILEX. For the exclusive use of professional investors. Stéphanie de Torquat, chief economist at SILEX, shares our thoughts on recent market movements, where we see opportunities arising for 2023 and how we are positioning the strategies. Information. This audio was recorded on December 2, 2022. The opinion expressed above is current as of the date of publication and is subject...
⏭ Perspectives 2023 : d'inflation à récession 05.12.2022 6:21
Perspectives 2023 by SILEX. A l'attention exclusive des investisseurs professionnels. Stéphanie de Torquat, cheffe économiste chez SILEX, vous partage nos principales convictions et le positionnement des stratégies SILEX pour les premiers mois de l'année. Information. Cet audio a été enregistré le 2 décembre 2022. L’opinion exprimée ci-dessus est à jour à date de publication et est susceptible...
🤚 L'économie et l'inflation ralentissent, la Fed aussi ! 28.11.2022 5:31
Semaine #48. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🤚 Economies and inflation slow down, the Fed as well! 28.11.2022 9:14
Week #48. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🎵 Recession is in the air... but opportunities will abound in 2023! 21.11.2022 5:43
Week #47. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🎵 Comme un air de récession... mais les opportunités seront au rendez-vous en 2023 ! 21.11.2022 5:44
Semaine #47. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🌞 Enfin des bonnes nouvelles ! 14.11.2022 6:33
Semaine #46. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🌞 Some good news at last! 14.11.2022 6:01
Week #46. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
📣 The US Federal Reserve intends to go slower, but not lower ! 07.11.2022 4:46
Week #45. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
📣 Plus lentement, mais toujours aussi sûrement... 07.11.2022 5:00
Semaine #45. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
👉 Le "dilemme croissance-inflation" devient réel en Europe. 31.10.2022 4:54
Semaine #44. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
👉 The "growth-inflation dilemma" becomes real in Europe. 31.10.2022 4:31
Week #44. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🏠 Récession immobilière aux États-Unis et inertie de l'inflation 24.10.2022 4:35
Semaine #43. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🏠 US housing recession and inflation inertia 24.10.2022 4:26
Week #43. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
❗ La période reste turbulente : encore un chiffre d'inflation élevé aux États-Unis et de la volatilité en Europe ! 17.10.2022 5:03
Semaine #42. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
❗ Turbulent times: another strong US inflation and more volatility in Europe ! 17.10.2022 4:29
Week #42. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🔚 Les banquiers centraux peuvent-ils encore nous surprendre négativement ? 10.10.2022 2:38
Semaine #41. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🔚 Have we finally reached peak hawkishness? 10.10.2022 2:32
Week #41. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🔍 Que se passe-t-il au Royaume-Uni et pourquoi est-ce important ? 03.10.2022 4:32
Semaine #40. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🔍What’s happening in the UK and why does it matter? 03.10.2022 4:12
Week #40. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
💥Global assault on inflation, central banks go all in ! 26.09.2022 3:52
Week #39. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
💥 Assaut global contre l'inflation : les banques centrales donnent tout ! 26.09.2022 3:48
Semaine #39. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
📈 We are talking US inflation and Eurozone slowdown this morning ! 19.09.2022 3:45
Week #38. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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